Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1 +$6.86B
2 +$2.98B
3 +$2.41B
4
MSFT icon
Microsoft
MSFT
+$1.79B
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.97%
2 Technology 8.71%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5051
$59K ﹤0.01%
+13,375
5052
$59K ﹤0.01%
+49,857
5053
$59K ﹤0.01%
+51,486
5054
$58K ﹤0.01%
+13,062
5055
$58K ﹤0.01%
+111,000
5056
$57K ﹤0.01%
+17,682
5057
$57K ﹤0.01%
+22,937
5058
$57K ﹤0.01%
+21,349
5059
$57K ﹤0.01%
+14,093
5060
$57K ﹤0.01%
+22,503
5061
$56K ﹤0.01%
+12,644
5062
$56K ﹤0.01%
+43,879
5063
$53K ﹤0.01%
+37,785
5064
$53K ﹤0.01%
+29,400
5065
$52K ﹤0.01%
+12,903
5066
$52K ﹤0.01%
+2,260
5067
$52K ﹤0.01%
+10,456
5068
$52K ﹤0.01%
+305
5069
$51K ﹤0.01%
+42,146
5070
$51K ﹤0.01%
+14,232
5071
$50K ﹤0.01%
+10,050
5072
$50K ﹤0.01%
+12,538
5073
$49K ﹤0.01%
+16,000
5074
$49K ﹤0.01%
+13,278
5075
$49K ﹤0.01%
+34,755